Consulting

We’ll take a deep-dive into how your business integrates with Salesforce® and build your game plan.

Do you have your own Salesforce resources, but want to break out of the myopic mindset that is inherent when you are too close to a situation for too long? Or are you like everybody else and quite simply do not have the resources to dedicate to Salesforce initiatives? We can help!

Let us utilize our certified resources to evaluate your business and your utilization of Salesforce and make some recommendations for you. We will first interview executive leadership to gain alignment on goals of the engagement. We will then interview key business stakeholders and users, assess the current environment and Salesforce implementation, and produce a comprehensive roadmap to address stated concerns as well as any other significant findings that arose as part of the discovery. We will work with you to deliver these in a manner appropriate for your internal staff to begin executing if that is the route you desire.